International Business Machines Corp
IBM- Exchange
- NYSE
- Industry
- Computer & office Equipment
- SEC CIK
- 0000051143
In the last 90 days, International Business Machines Corp insiders filed 0 open-market purchases and 1 sale; 3,644 institutions reported holding it in 13F filings for Q2 2026, worth $172.1B in total; no superinvestor holds it.
13F holders, Q1 2024
Institutional positions in International Business Machines Corp as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,809
- +165 vs. Q4 2023
- Shares held
- 546.8M
- +6.19M (+1.1%) vs. Q4 2023
- Total value
- $104.2B
- +$15.8B (+17.9%) vs. Q4 2023
- New holders
- 267
- 1,106 more added
- Sold out
- 102
- 1,095 more reduced
42 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting IBM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,644 | $172.1B |
| Q1 2026 | 3,496 | $143.7B |
| Q4 2025 | 3,707 | $177.2B |
| Q3 2025 | 3,424 | $163.1B |
| Q2 2025 | 3,411 | $172.7B |
| Q1 2025 | 3,268 | $145.7B |
| Q4 2024 | 3,147 | $126.2B |
| Q3 2024 | 2,941 | $124.7B |
| Q2 2024 | 2,764 | $95.1B |
| Q1 2024 | 2,809 | $104.2B |
| Q4 2023 | 2,686 | $88.4B |
| Q3 2023 | 2,468 | $74.5B |
| Q2 2023 | 2,429 | $69.7B |
| Q1 2023 | 2,399 | $67.7B |
| Q4 2022 | 2,438 | $74.3B |
| Q3 2022 | 2,288 | $61.5B |
| Q2 2022 | 2,379 | $71.9B |
| Q1 2022 | 2,342 | $65.1B |
| Q4 2021 | 2,354 | $67.0B |
| Q3 2021 | 2,169 | $70.6B |
| Q2 2021 | 2,224 | $74.2B |
| Q1 2021 | 2,156 | $66.9B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding International Business Machines Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ilmarinen Mutual Pension Insurance Co | 62,168 | $11.9M | 0.14% | −6,077−8.9% | Reduced |
| Shufro Rose & Co LLC | 61,837 | $11.8M | 0.98% | +52,467+559.9% | Added |
| Wedbush Securities Inc | 61,826 | $11.8M | 0.44% | +9,036+17.1% | Added |
| Sargent Investment Group, LLC | 61,795 | $11.8M | 2.59% | −1,818−2.9% | Reduced |
| Americana Partners, LLC | 61,502 | $11.7M | 0.98% | +538+0.9% | Added |
| Empowered Funds, LLC | 61,469 | $11.7M | 0.21% | +33,767+121.9% | Added |
| Financial Counselors Inc | 61,422 | $11.7M | 0.20% | −377−0.6% | Reduced |
| Intact Investment Management Inc. | 60,300 | $11.5M | 0.45% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 60,154 | $11.5M | 1.72% | −327−0.5% | Reduced |
| Grassi Investment Management | 60,130 | $11.5M | 1.04% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 59,968 | $11.5M | 0.19% | +1,005+1.7% | Added |
| Mizuho Markets Americas LLC | 59,641 | $11.4M | 0.31% | +26,816+81.7% | Added |
| First Financial Bank - Trust Division | 59,597 | $11.4M | 1.09% | −1,568−2.6% | Reduced |
| Greenwich Wealth Management LLC | 59,199 | $11.3M | 0.90% | +164+0.3% | Added |
| Hartford Investment Management Co | 59,144 | $11.3M | 0.40% | −2,363−3.8% | Reduced |
| Bell Bank | 58,232 | $11.1M | 0.96% | −851−1.4% | Reduced |
| Principle Wealth Partners LLC | 57,192 | $10.9M | 0.85% | +465+0.8% | Added |
| Independent Advisor Alliance | 56,873 | $10.9M | 0.39% | +8,014+16.4% | Added |
| NewSquare Capital LLC | 57,493 | $10.8M | 0.96% | −1,190−2.0% | Reduced |
| Avantax Planning Partners, Inc. | 56,724 | $10.8M | 0.35% | +26,168+85.6% | Added |
| RMB Capital Management, LLC | 56,667 | $10.8M | 0.25% | +8,184+16.9% | Added |
| Dearborn Partners LLC | 56,596 | $10.8M | 0.46% | −16,508−22.6% | Reduced |
| Banque Pictet & Cie SA | 56,409 | $10.8M | 0.11% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 56,155 | $10.7M | 0.88% | +548+1.0% | Added |
| Hennessy Advisors Inc | 56,100 | $10.7M | 0.45% | −10,600−15.9% | Reduced |
| Meridian Wealth Management, LLC | 55,876 | $10.7M | 1.78% | +10,556+23.3% | Added |
| Heritage Investors Management Corp | 55,391 | $10.6M | 0.37% | −602−1.1% | Reduced |
| Avantax Advisory Services, Inc. | 55,061 | $10.5M | 0.09% | +4,104+8.1% | Added |
| American Assets Investment Management, LLC | 55,000 | $10.5M | 1.00% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 54,974 | $10.5M | 0.12% | −4,225−7.1% | Reduced |
| Kanawha Capital Management LLC | 54,914 | $10.5M | 0.84% | +1,358+2.5% | Added |
| Beddow Capital Management Inc | 54,755 | $10.5M | 4.57% | −8,337−13.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 54,411 | $10.4M | 0.04% | +14,929+37.8% | Added |
| Payden & Rygel | 54,310 | $10.4M | 0.71% | −42,960−44.2% | Reduced |
| Payden & Rygel Investment Group | 54,310 | $10.4M | 0.71% | +54,310 | New |
| Securian Asset Management, Inc | 53,893 | $10.3M | 0.30% | −3,919−6.8% | Reduced |
| First Citizens Bank & Trust Co | 53,707 | $10.3M | 0.20% | +17,743+49.3% | Added |
| WealthTrust Axiom LLC | 53,660 | $10.2M | 3.30% | −1,458−2.6% | Reduced |
| Louisiana State Employees Retirement System | 53,300 | $10.2M | 0.20% | −1,900−3.4% | Reduced |
| Fiduciary Trust Co | 53,227 | $10.2M | 0.16% | +4,705+9.7% | Added |
| Alpha Omega Wealth Management LLC | 52,933 | $10.1M | 1.88% | −2,847−5.1% | Reduced |
| Alerus Financial NA | 52,600 | $10.0M | 0.76% | −408−0.8% | Reduced |
| Savant Capital, LLC | 52,337 | $9.99M | 0.11% | +2,025+4.0% | Added |
| Metis Global Partners, LLC | 52,015 | $9.93M | 0.36% | +751+1.5% | Added |
| Ostrum Asset Management | 51,354 | $9.81M | 0.78% | −1,478−2.8% | Reduced |
| Biondo Investment Advisors, LLC | 51,260 | $9.79M | 1.51% | +1,125+2.2% | Added |
| PGGM Investments | 50,732 | $9.69M | 0.14% | +27,201+115.6% | Added |
| Adviser Investments LLC | 50,445 | $9.63M | 0.13% | −1,700−3.3% | Reduced |
| Raymond James Trust N.A. | 50,302 | $9.61M | 0.23% | −2,154−4.1% | Reduced |
| Cynosure Management, LLC | 50,055 | $9.56M | 1.72% | −99−0.2% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 49,997 | $9.55M | 0.80% | +90+0.2% | Added |
| Walleye Capital LLC | 49,810 | $9.51M | 0.10% | +49,810 | New |
| Nia Impact Advisors, LLC | 49,587 | $9.47M | 3.77% | +49,587 | New |
| BancorpSouth Bank | 49,292 | $9.41M | 0.69% | −25,127−33.8% | Reduced |
| Prospera Financial Services Inc | 49,226 | $9.40M | 0.28% | +26,355+115.2% | Added |
| Farmers Trust Co | 49,220 | $9.40M | 1.89% | −3,734−7.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 49,118 | $9.38M | 0.12% | +4,378+9.8% | Added |
| MAI Capital Management | 49,105 | $9.38M | 0.10% | +17,869+57.2% | Added |
| NBT Bank N A | 48,893 | $9.34M | 0.68% | +4,196+9.4% | Added |
| Schnieders Capital Management LLC | 48,866 | $9.33M | 1.92% | +53+0.1% | Added |
| Evercore Wealth Management, LLC | 48,786 | $9.32M | 0.15% | +1,334+2.8% | Added |
| Brinker Capital Investments, LLC | 48,559 | $9.27M | 0.10% | −16,955−25.9% | Reduced |
| Orion Portfolio Solutions, LLC | 48,559 | $9.27M | 0.10% | −16,955−25.9% | Reduced |
| TruWealth Advisors, LLC | 48,378 | $9.24M | 0.64% | +48,378 | New |
| Apollon Wealth Management, LLC | 48,121 | $9.19M | 0.29% | +2,657+5.8% | Added |
| Courier Capital LLC | 47,852 | $9.14M | 0.66% | −1,161−2.4% | Reduced |
| Cutler Investment Counsel LLC | 47,790 | $9.13M | 1.22% | −260−0.5% | Reduced |
| Cohen Capital Management, Inc. | 47,641 | $9.10M | 1.60% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 47,532 | $9.08M | 0.21% | −7,270−13.3% | Reduced |
| Linscomb & Williams, Inc. | 47,294 | $9.03M | 0.46% | −844−1.8% | Reduced |
| Advisors Management Group Inc | 47,269 | $9.03M | 2.24% | +54+0.1% | Added |
| Great Lakes Advisors, LLC | 46,846 | $8.95M | 0.08% | +8,669+22.7% | Added |
| Prime Capital Investment Advisors, LLC | 46,689 | $8.92M | 0.12% | +839+1.8% | Added |
| Lynch & Associates | 46,479 | $8.88M | 2.05% | −2,232−4.6% | Reduced |
| Nicholas Company, Inc. | 46,150 | $8.81M | 0.15% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 46,047 | $8.79M | 0.32% | −1,200−2.5% | Reduced |
| Banque Cantonale Vaudoise | 46,023 | $8.79M | 0.34% | −11,233−19.6% | Reduced |
| Dorchester Wealth Management Co | 45,998 | $8.78M | 1.58% | −264−0.6% | Reduced |
| J. Goldman & Co LP | 45,802 | $8.75M | 0.40% | +45,802 | New |
| Whittier Trust Co | 45,493 | $8.69M | 0.13% | +96+0.2% | Added |
| Trust Co of Vermont | 45,317 | $8.65M | 0.48% | +12,500+38.1% | Added |
| Integrated Advisors Network LLC | 45,306 | $8.65M | 0.44% | −58−0.1% | Reduced |
| Premier Fund Managers Ltd | 45,030 | $8.59M | 0.34% | +45,030 | New |
| Clearbridge Investments, LLC | 44,841 | $8.56M | 0.01% | −812−1.8% | Reduced |
| Greystone Financial Group, LLC | 44,728 | $8.54M | 1.70% | −7,299−14.0% | Reduced |
| Wells Trecaso Financial Group, LLC | 44,582 | $8.51M | 3.01% | +1,214+2.8% | Added |
| Level Four Advisory Services, LLC | 52,004 | $8.51M | 0.47% | +1,615+3.2% | Added |
| PFG Investments, LLC | 44,100 | $8.42M | 0.51% | +23,056+109.6% | Added |
| Clifford Swan Investment Counsel LLC | 43,766 | $8.36M | 0.31% | −2,333−5.1% | Reduced |
| ARS Wealth Advisors Group, LLC | 43,275 | $8.26M | 1.12% | −3,886−8.2% | Reduced |
| Van Den Berg Management I, Inc | 43,247 | $8.26M | 2.42% | +722+1.7% | Added |
| Edmond de Rothschild Holding S.A. | 43,237 | $8.26M | 0.14% | +123+0.3% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 44,406 | $8.26M | 1.58% | −174−0.4% | Reduced |
| Cardinal Capital Management | 43,212 | $8.25M | 1.34% | +2,775+6.9% | Added |
| Susquehanna Portfolio Strategies, LLC | 43,119 | $8.23M | 0.19% | −47,122−52.2% | Reduced |
| Balyasny Asset Management LLC | 43,113 | $8.23M | 0.02% | +43,113 | New |
| Guyasuta Investment Advisors Inc | 50,087 | $8.19M | 0.59% | 00.0% | Unchanged |
| Consolidated Planning Corp | 42,850 | $8.18M | 1.40% | +41,433+2,924.0% | Added |
| Federation des caisses Desjardins du Quebec | 43,713 | $8.13M | 0.06% | +5,390+14.1% | Added |
| Tocqueville Asset Management L.P. | 42,548 | $8.12M | 0.13% | −2,122−4.8% | Reduced |